this post was submitted on 26 Jul 2026
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Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone (www.xda-developers.com)
submitted 3 weeks ago by sanitation@lemmy.today to c/pcmasterrace@lemmy.world
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[–] Rothe@piefed.social 2 points 3 weeks ago

No, we already know that most of the production will go to Chinese datacenters.

The mandate formalizes a policy trajectory already underway. Beijing introduced a requirement in August 2025 that data centers source at least 50% of chips locally.

Source

With the demand, that 50% requirement likely means almost all of the Chinese domestic production for quite some time. And the mandate will most likely rise to 100% as soon as Chinese domestic production can cover it.